Decathlon Sports India is now live on Zepto 🥳
Starting in Bengaluru today and scaling Pan-India next month!
Starting in Bengaluru today and scaling Pan-India next month!
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Aadit Palicha
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Today, we announced the launch of Zepto Atom - an advanced data insights subscription for Consumer Brands in India.
The Zepto Atom subscription is a top-up to the already existing Zepto Brand Portal (which gives brands listed on the Zepto platform basic day-to-day data on their performance on Zepto and is available for free). The value of the Zepto Atom subscription is the next level of insights brands can derive from this tool, most of which are not available on any e-commerce platform in India today. For example:
1) PIN-code-by-PIN-code market share data and brand performance: Through Zepto Atom, brands can examine a live map of every neighbourhood and PIN code they have presence on Zepto and derive hyperlocal insights on their performance. For example, a brand can see on Zepto Atom Maps that their sales are under-indexed in the western neighbourhoods of Hyderabad and double down on pricing, marketing, or distribution efforts in those geographies to unlock growth.
2) Live metrics visibility refreshed every minute: On Zepto Atom, brands can see minute-by-minute sales, customer impressions, and conversion data and optimise advertising campaigns, pricing, and their product range according to different consumption trends for their products throughout the day and week.
3) Zepto GPT: Zepto Atom has an in-house Natural Language Processing (NLP) assistant that is trained on the Zepto Data set to give brands insights that can improve their performance. For example, brands can ask Zepto GPT “How can I grow my market share in Bengaluru for the protein bar category?“ or “What are the key consumer preferences driving energy drink sales among Gen Z in Mumbai?“. Zepto GPT then analyses the vast datasets within Zepto Atom to provide actionable answers, strategic recommendations, and even generates data reports on behalf of the brand.
4) Advanced Behavioural Data: Zepto Atom goes beyond basic sales and conversion data. We are now providing brands data on customer repeatability and retention, share of voice in search and home page, full-funnel visibility on customer purchase behaviour with their product etc.
We will be doing a detailed webinar for all our partner brands this Friday at 3 PM to formally kick off onboarding to Zepto Atom. Looking forward to seeing you there!
The Zepto Atom subscription is a top-up to the already existing Zepto Brand Portal (which gives brands listed on the Zepto platform basic day-to-day data on their performance on Zepto and is available for free). The value of the Zepto Atom subscription is the next level of insights brands can derive from this tool, most of which are not available on any e-commerce platform in India today. For example:
1) PIN-code-by-PIN-code market share data and brand performance: Through Zepto Atom, brands can examine a live map of every neighbourhood and PIN code they have presence on Zepto and derive hyperlocal insights on their performance. For example, a brand can see on Zepto Atom Maps that their sales are under-indexed in the western neighbourhoods of Hyderabad and double down on pricing, marketing, or distribution efforts in those geographies to unlock growth.
2) Live metrics visibility refreshed every minute: On Zepto Atom, brands can see minute-by-minute sales, customer impressions, and conversion data and optimise advertising campaigns, pricing, and their product range according to different consumption trends for their products throughout the day and week.
3) Zepto GPT: Zepto Atom has an in-house Natural Language Processing (NLP) assistant that is trained on the Zepto Data set to give brands insights that can improve their performance. For example, brands can ask Zepto GPT “How can I grow my market share in Bengaluru for the protein bar category?“ or “What are the key consumer preferences driving energy drink sales among Gen Z in Mumbai?“. Zepto GPT then analyses the vast datasets within Zepto Atom to provide actionable answers, strategic recommendations, and even generates data reports on behalf of the brand.
4) Advanced Behavioural Data: Zepto Atom goes beyond basic sales and conversion data. We are now providing brands data on customer repeatability and retention, share of voice in search and home page, full-funnel visibility on customer purchase behaviour with their product etc.
We will be doing a detailed webinar for all our partner brands this Friday at 3 PM to formally kick off onboarding to Zepto Atom. Looking forward to seeing you there!
Over the past few days, the CFO of one of our competitors has been trying to build a smear campaign against Zepto. This includes calling our investors to make wild allegations about us with no empirical evidence, giving out false numbers/Excel sheets on Zepto through sources known to journalists, and paying bots on social media to spread a negative narrative.
Candidly, this episode is below the stature expected of the CFO of a high-quality company, and makes it obvious that they are starting to get nervous about how fast Zepto's EBITDA is improving. Nevertheless, I want to respond to each of these pointers upfront in case any media stories or social media posts go out this week with inaccurate information:
1) Zepto has grown from approximately 750 crores of GOV per month in May 2024 to 2,400 crores of GOV per month in May 2025 (our definition of GOV has Fruits and Vegetables at selling price and includes Ad Revenue).
2) Our EBITDA has improved by 20 absolute percentage points (2,000 basis points) from January 2025 to May 2025, and is approaching single-digit territory. Our cash burn is down approximately 65% over that same period.
3) At the same time, even as our EBITDA improved sharply from January 2025 to May 2025, we have still grown roughly 20% in GOV in that period. That represents an average 4% to 5% month-on-month growth.
4) We expect to have the vast majority of our dark stores fully EBITDA positive (including backend supply chain costs, customer support, last mile and all fixed/variable dark store costs) by next quarter. We also expect our overall company EBITDA and Operating Cash Flow to be within a few hundred basis points of breakeven in this same period.
5) As of the beginning of this quarter, we have approximately 7,445 crores of Net Cash in the bank (fully reconciled to bank statements). With our current cash burn trajectory, we have many years of runway.
6) We have an excellent finance and controllership team with best-in-class H2H payment practices, vendor reconciliations, asset verification activities, internal audit systems and a rigorous Big 4 statutory audit record and Financial Due Diligence record with no material qualifications or variations.
7) We are not planning a large-scale rationalisation of stores. On the contrary, we are ramping up store launches.
My hope is this CFO in question stops this activity. I'm okay with healthy/aggressive competitive talk, but lies are not acceptable. Frankly, these calls from you are only making it clearer to the investor community that we are a strong competitor. It's best for all of us to simply focus on execution.
Candidly, this episode is below the stature expected of the CFO of a high-quality company, and makes it obvious that they are starting to get nervous about how fast Zepto's EBITDA is improving. Nevertheless, I want to respond to each of these pointers upfront in case any media stories or social media posts go out this week with inaccurate information:
1) Zepto has grown from approximately 750 crores of GOV per month in May 2024 to 2,400 crores of GOV per month in May 2025 (our definition of GOV has Fruits and Vegetables at selling price and includes Ad Revenue).
2) Our EBITDA has improved by 20 absolute percentage points (2,000 basis points) from January 2025 to May 2025, and is approaching single-digit territory. Our cash burn is down approximately 65% over that same period.
3) At the same time, even as our EBITDA improved sharply from January 2025 to May 2025, we have still grown roughly 20% in GOV in that period. That represents an average 4% to 5% month-on-month growth.
4) We expect to have the vast majority of our dark stores fully EBITDA positive (including backend supply chain costs, customer support, last mile and all fixed/variable dark store costs) by next quarter. We also expect our overall company EBITDA and Operating Cash Flow to be within a few hundred basis points of breakeven in this same period.
5) As of the beginning of this quarter, we have approximately 7,445 crores of Net Cash in the bank (fully reconciled to bank statements). With our current cash burn trajectory, we have many years of runway.
6) We have an excellent finance and controllership team with best-in-class H2H payment practices, vendor reconciliations, asset verification activities, internal audit systems and a rigorous Big 4 statutory audit record and Financial Due Diligence record with no material qualifications or variations.
7) We are not planning a large-scale rationalisation of stores. On the contrary, we are ramping up store launches.
My hope is this CFO in question stops this activity. I'm okay with healthy/aggressive competitive talk, but lies are not acceptable. Frankly, these calls from you are only making it clearer to the investor community that we are a strong competitor. It's best for all of us to simply focus on execution.
We've delivered over 20kgs of gold and silver coins as of 5 pm today - on track to beat the total sales during last year’s Diwali :)
Happy Akshaya Tritiya!
Happy Akshaya Tritiya!
70,000+ sweets sold in the past 24 hours and here's how the Indian sweet showdown is shaping up this season:
📍 Mumbai – A modak madness! 🧡 With over 1/3 of all modak orders coming from here, it’s clear who’s taking the lead in this festive classic.
📍 Bengaluru – Pedas are the big hit here, making up almost half of all peda orders. This sweet simplicity is what the city is all about!
📍 Delhi-NCR & Hyderabad – It’s laddoo love! These two cities are going big on laddoos, accounting for nearly half of all laddoo orders across India.
What's filling up your cart this festive season?
📍 Mumbai – A modak madness! 🧡 With over 1/3 of all modak orders coming from here, it’s clear who’s taking the lead in this festive classic.
📍 Bengaluru – Pedas are the big hit here, making up almost half of all peda orders. This sweet simplicity is what the city is all about!
📍 Delhi-NCR & Hyderabad – It’s laddoo love! These two cities are going big on laddoos, accounting for nearly half of all laddoo orders across India.
What's filling up your cart this festive season?
What a day! Closing out Navratri 2024 with a grateful heart, seeing the beauty of India’s diversity through our users, sellers, brands, and every Zeptonian who made it all happen. From essentials to festive picks, thank you for making us part of India’s celebrations across nine incredible days.🔥
Here’s to the joy of being connected across this amazing country. And now, we’re all set for Dussehra! ✨
Here’s to the joy of being connected across this amazing country. And now, we’re all set for Dussehra! ✨
Living up to the startup cliché of burning money by giving away Thums Up for free today. We couldn't help ourselves :)
Serious hype at Zepto right now - we’ve already delivered 100,000+ cans of Thums Up for free and the game hasn’t even started!
Serious hype at Zepto right now - we’ve already delivered 100,000+ cans of Thums Up for free and the game hasn’t even started!
Also, this just in (and it isn't even Rakshabandan yet 😃)!
The energy on the floor is palpable. Mind-boggling growth 🚀
The energy on the floor is palpable. Mind-boggling growth 🚀
A larger assortment of mobile phones went live on Zepto on the 25th of Jan, and in less than 10 days, over 1,000 phones have already been ordered. Wasn’t expecting this kind of madness so soon, but here we are. If you got one, hope you’re loving it. If not, well... you know where to find us. 😉
As we gear up for the festive season, our team at Zepto has made sure that your Onam essentials are just a tap away. Whether it’s traditional attire, beauty products, or feasting delights like palada and banana chips, we’ve got it covered—and delivered in minutes!
Wishing you all a happy and prosperous Onam! May your celebrations be filled with love, light, and great food! 🙏🌸
Wishing you all a happy and prosperous Onam! May your celebrations be filled with love, light, and great food! 🙏🌸
